BCA
IBTX

Berman Capital Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Berman Capital Advisors’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Buy
+99
New +$6.89K ﹤0.01% 1357
2020
Q2 		– Sell
-20
Closed – – 1947
2020
Q1 		$0 Buy
+20
New +$919 ﹤0.01% 1798

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's IBTX Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Independent Bank Group, Inc. (IBTX) in Q3 2021: 99 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in IBTX as recently as Q1 2020.

Berman Capital Advisors first reported a position in IBTX in Q1 2020 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IBTX as of Q3 2021.

  • Berman Capital Advisors held 99 shares of Independent Bank Group, Inc. worth $7K as of Q3 2021.
  • Independent Bank Group, Inc. was a new Berman Capital Advisors position in Q3 2021.
  • Independent Bank Group, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1357 holding.
  • Berman Capital Advisors first reported a position in Independent Bank Group, Inc. in Q1 2020 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.